Clarity, Leadership, Results

Products and Solutions

SMART Consulting.  In the areas of Operational Development, Change Management and Strategic Execution. Working with people and organizations is often subjective, we work with your management and employees to create objectivity and accountability where none seemed possible before. You will know if you are succeeding before you reach - or don't - your stated goals.

Business Process Re-engineering. Getting to the core issues of what is stopping or slowing a company from being productive, rather than ineffectually focusing on the symptoms. We create a plan to measure whether business processes and operations are working in alignment with the corporate goals and vision. Results are produced.

Corporate Values Assessment.  We assist accountable directors and officers creating organizations that verifiably possess the values that the company uses to make the decisions that will fulfill on the company's strategic vision. Our methodologies complement COSO internal control guidelines and can provide a framework for compliance with SEC ethical code reporting requirements. Ultimately, providing executives with a measure of confidence in the people and information they rely on.

Sarbanes Oxley Act - Section 406 Code of Ethics Disclosure Requirements - The New Era of Ethics 

  • Sarbanes-Oxley requires all public companies to implement and display their senior management ethics code
  • Companies are to show that they hold employees accountable under the code and to disclose when exceptions are made and by whom
  • Increased civil and criminal penalties ups the stakes for C-Level executives to know and trust the people working for them

Transparency and Accountability
  - An "Out of the Box" Approach   

  • We will Document your Ethics Code
  • We will Translate Ethics Code into measurable behavior traits
  • We will Assess your key employees for these identified behaviors using Harrison Interview Assessment
  • We will assist you in Creating reports to assess the company's progress with objectives     

Scientific Assessment
  - Take the Mystery Out of the Mysterious   

We will co-create accountabilities to the Ethics Code, which will tie your Values and the Corporate Objectives to specific, measurable objectives.   

We will assist your staff in creating reports that your board of directors can review and evaluate, to determine if the company is meeting corporate objectives. Our consulting services utilize COSO internal control guidelines as the foundation.

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TESTIMONIALS - From our Clients

I learned more in a 3 hour session than 3 days at a Harvard Business School Management training I recently attended .

Joe Panetta, President & CEO, BIOCOM

My group helped me rekindle my passion for the Law.  My chair and group members hold me accountable to the commitments I make, and they challenge me to create a professional and personal life that is rich and fulfilling.  They will settle for nothing less for me.
On a more practical note, I developed a P & L on each attorney, at the urging of Rosemary, to show the bottom line contribution of each attorney within the firm.  We then used that document to have discussions with each attorney about their contribution to the firm at review time and bonus time.  Results:  eliminated 2 low performers and increased the effectiveness of the remaining team members.   My Group also assisted me in analyzing where and when to move my offices.
With the assistance of my group and my chair, Rosemary, I am now creating a legacy at BPP that I can be proud of when the time comes to retire.

Tom Balestreri, Managing Partner, Balestreri, Pendleton, Potoki, LLC

Rosemary got my head back in the game.  She helped me revitalize my business and my objectives for my future.
(developed & implemented an effective Exit Strategy )

David Stowe, Principle, The Ardell Group

My executive team was highly dysfunctional until the Solutions team began working with me, and eventually my direct reports.  Now we manage conflict constructively. We have trust and accountability.  As a result, my team have created a blue ocean strategy for our industry.

Anonymous, General Manager, Public Company

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